Cliftonlarsonallen Wealth Advisors, LLC Schwab Short Term Us Treasury Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$4.39 Billion
Q1 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 81,651 shares of SCHO stock, worth $3.93 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

81,651

Previous 80,777 1.08%

Holding current value

$3.93 Million

Previous $3.91 Million 0.59%

% of portfolio

0.09%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	BUY	$48.05 - $48.63 $41,995 - $42,502	874 Added 1.08%	81,651 $3.94 Million
Q4 2023 Jan 16, 2024	SELL	$47.66 - $48.45 $39,796 - $40,455	-835 Reduced 1.02%	80,777 $3.91 Million
Q3 2023 Oct 13, 2023	BUY	$47.78 - $48.2 $175,543 - $177,086	3,674 Added 4.71%	81,612 $3.91 Million
Q2 2023 Jul 14, 2023	SELL	$48.06 - $48.89 $93,909 - $95,531	-1,954 Reduced 2.45%	77,938 $3.75 Million
Q1 2023 Apr 12, 2023	SELL	$47.8 - $49.0 $534,547 - $547,967	-11,183 Reduced 12.28%	79,892 $3.9 Million

Q4 2022 Jan 19, 2023	BUY	$47.91 - $48.47 $4.36 Million - $4.41 Million	91,075 New	91,075 $0
Q2 2022 Jul 08, 2022	BUY	N/A	8,025 Added 7.96%	108,841 $5.35 Million
Q1 2022 Apr 27, 2022	BUY	N/A	100,816 New	100,816 $4.99 Million

Others Institutions Holding SCHO

# of Institutions

614

Shares Held

169M

Call Options Held

13.7K

Put Options Held

20.1K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
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Cliftonlarsonallen Wealth Advisors, LLC Schwab Short Term Us Treasury Transaction History